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Weekend Reading For Financial Planners (April 29-30) 2023

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" — this week’s edition kicks off with the news that following previous guidance regarding obligations under Regulation Best Interest (Reg BI) regarding account recommendations and conflicts of interest, the SEC released a new bulletin this week focusing on the duty (..)

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Weekend Reading For Financial Planners (Feb 11-12)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that according to CFP Board leaders, “everything is on the table” when it comes to the organization’s announced competency standards review.

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12 Best Paying Jobs in Finance in 2023

Good Financial Cents

With this in mind, we’ve compiled a list of the highest-paying finance jobs for 2023. While many finance jobs pay well, the following 12 positions sit at or near the top of the pay scale in 2023: 1. Chief Financial Officer. In short, they are financial planning counselors who help people protect their assets.

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How Getting Women Into Financial Planning Can Benefit Everyone

Walkner Condon Financial Advisors

CFP Board certificant data makes one thing clear: “the issue of the low number of women CFP® professionals is primarily a problem of attraction, and not one of retention. Once women achieve their CFP® certification, the rate of relinquishment is extremely low. Financial illiteracy among women is a problem.

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Crypto – just a rock, or a good investment? (debate got wild)

Sara Grillo

Wright argues that we could diminish any asset that way, even stock certificates. What we’ve seen in 2022 is that there were a number of hacks. Robert is also an Instructor of CFP® Coursework for the College of Financial Planning Online and on Campus at Kennesaw State University. Gold has transaction value.

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Does being a fiduciary financial advisor REALLY matter – or is it “meh?”

Sara Grillo

Our scheduled meetups are here: September 13 th , 2023 October 11 th , 2023 November 8 th , 2023 December 12 th , 2023 Learn what to say to prospects on social media messenger apps without sounding like a washing machine salesperson. Scott has been serving families for 29 years in the financial services space.

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How to Make $1,000 Fast (33 Quick Ways to Make $1,000 This Month)

Good Financial Cents

In my case, it was my experience as a financial planner. something percent being paid on savings accounts, or >1% being paid on 12-month certificates of deposit. Debt numbers like that can keep a lot of young people from ever getting out of the starting gate. But once you start one, think of it as a business.